Office Manager

Overview The Office Manager/ Processing Coordinator reports to the Director of Advisor Onboarding. The Office Manager will primarily manage Front Desk operations, ensure the office runs efficiently, maintain cleanliness, and adhere to the Incoming Correspondence and Mail Policy and Check Procedures. The role also includes Processing tasks to support Operations as needed. Responsibilities Answer incoming phone calls for the main Stratos home office line, routing them to the appropriate party or taking messages for timely delivery. Greet clients who visit the office and offer refreshments, as appropriate. Manage conference room scheduling and coordinate on-site meetings, including the ordering and setup of beverages and meals for attendees. Prepare, implement, and maintain office policies and procedures; adhere to the Stratos mail and client check policy, deposit client checks as needed, and ensure all advisors follow the policy, adhering to regulatory standards and guidelines. This includes depositing checks digitally to multiple custodians. Keep the office and building organized and operating efficiently, including working with third-party building vendors, ordering supplies, and communicating with staff and advisors to support ordering and supply needs. Open and close the office daily. Opening includes preparing operational, service, and common areas before 9 am; closing includes ensuring all areas are clean and the building is secured. Develop and update processes, procedures, and checklists as needed for front-desk coverage. Provide continuous training for back-up support on front-desk responsibilities. Work with multiple custodians on new account processing and facilitation of Stratos-required forms. Maintain accurate and up-to-date client information and records to support operational functions. Regulatory compliance: ensuring adherence to all applicable regulations and procedures. Note: This position is full-time and onsite, Monday–Friday in Beachwood, OH. Skills and Requirements Strong attention to detail and accuracy Excellent organizational and time management skills with the ability to prioritize work efficiently Proficient in Microsoft Office Suite and other relevant software Excellent communication and people skills Positive, can-do attitude with willingness to learn and grow within the organization Minimum of 1-2 years of experience in financial and/or banking industry (preferred) Ability to work under pressure and meet deadlines #J-18808-Ljbffr Stratos